Intogreat Solutions review for insurance agencies: pricing, tasks and licensing
Intogreat Solutions places full-time staff in the Philippines who work only for your agency. It handles hiring, payroll, HR and IT while you direct the work.
It fits agencies ready to add a full-time person rather than a few hours a week. Pricing is quoted on a call.
- Best for
- Agencies that want full-time staff in the Philippines who work only for them
- Price
- Quote only. Three charges: a monthly rate per person, a monthly management fee and a recruitment fee per hire
- Where they work
- The Philippines, mostly from offices in Metro Manila
- Dedicated or shared
- Dedicated, or a managed team
- Hours
- US, UK, Australian or New Zealand business hours
Our take
Intogreat gives you a shortlist to interview, and shifts can follow US hours. You pay a monthly rate per person that bundles pay, benefits, equipment and a team leader, plus a management fee.
Expect a recruitment fee on each hire and a premium for Philippine holiday work. Ask for both in the quote.
Intogreat names no agency systems and publishes no license details. Its insurance pages also serve markets well beyond the US.
Pros
- Full-time staff who work only for you
- You interview from a shortlist
- Monthly rate per person includes pay, benefits, equipment and a team leader
- Monthly performance reports
- Free re-recruiting if a hire isn't right
Cons
- No published rates for insurance roles
- Recruitment fee on each hire
- No license details
- No agency systems named
- Term and notice only on a call
Pricing and setup fees
- How it's priced
- Quote only, in three parts. A monthly rate per person covers salary, statutory benefits, health cover, workspace, equipment, IT support and a team leader. A monthly management fee and a recruitment fee per hire come on top.
- Setup or placement fee
- A recruitment fee for each new hire. The amount comes with the quote.
What they can do
- Typical tasks
- Policy processing, renewals, quote preparation, proposals, claims support, client portfolios, document and records work, invoices, debtor follow-up and client service.
Who the assistants are
- Where they work
- The Philippines, mostly from Intogreat offices in Metro Manila. Some staff work from home under the same security rules.
- Hours and time zone
- Shifts match business hours in the US, UK, Australia or New Zealand. Work on a Philippine holiday costs a premium of 30% to 100% of the daily rate.
- Languages and phone work
- English is tested in interviews and aptitude tests. Phone work depends on the role, and a client service role is offered.
- Insurance experience
- Roles cover processing, claims, account administration and client service across personal, commercial, life, health and benefits lines. Intogreat runs an Insurance Academy for training.
- Screening
- English and aptitude tests, behavior and culture-fit interviews and a background check
- You choose the person
- Yes. You review a shortlist and interview the candidates.
- Dedicated or shared
- Dedicated. Full-time staff work only for your agency. A managed team is offered as a separate model.
Agency systems and carrier portals
- Devices and credentials
- Managed devices with endpoint detection, web filtering, blocked USB ports and remote desktops such as Citrix
Client data security
Security
Intogreat says it follows ISO 27001 and ISO 9001 processes. Ask whether it holds a certificate and what it covers.
Supervision and backup
- Who supervises
- You direct the work. An Intogreat team leader handles local support and HR, with KPIs, coaching and monthly performance reports.
- Replacement
- If a hire isn't right, Intogreat finds a replacement within an agreed period with no new recruitment fee.
Who employs them
- Employer
- Intogreat. It says staff are employed through it, and it runs payroll, health cover and Philippine statutory benefits.
Contract and exit
- Minimum term
- Term and notice are explained on the consultation call
Intogreat Solutions alternatives
- ArmasourcingQuote onlyPhilippine assistants with no setup fee and a 110-day guarantee
- InsBOSSFrom $6 an hourAssistants in the Philippines and Colombia, with a Flex plan at a set monthly price
- Elevate TeamsFrom $2,500 a month per assistant on a yearly planLatin American assistants at a published monthly price
- Cover DeskQuote onlyOffice-based assistants you interview, plus a Spanish service
See every option in insurance virtual assistants.
Frequently asked questions
How much does Intogreat cost?
Intogreat quotes three charges. A monthly rate per person, a monthly management fee and a recruitment fee for each hire.
Is there a recruitment fee?
Yes, one for each new hire. Ask for the amount in your quote.
Are Intogreat staff licensed?
Intogreat posts no license details for its insurance roles.
Will staff work US hours?
Yes. Shifts can match US business hours.
How we researched this review. We based this review on the terms and product pages published by Intogreat Solutions, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Intogreat Solutions quit selling or a contract term that reads different now, let us know and send the link to the page where Intogreat Solutions has it. Somebody here pulls up that page and checks it before we change anything on ours.